A full Correspondence Section: incoming and outgoing correspondence, internal memos with ISO-tracked serial numbers, and a document archive with category trees, custom metadata, and physical storage tracking. This is BPM and ECM in one system โ not a filing cabinet.
From the moment correspondence arrives to the day a file is due for disposal โ every step tracked.
Log every incoming letter and link it to a project, department, or tender โ then route it to the right employee or department for action.
Draft and dispatch outgoing correspondence, linked back to the same project, department, or tender it responds to.
Send memos between employees. The recipient takes action, and can attach files both to the memo and to each action taken.
Convert a memo into an official internal memo โ it receives a sequential ISO-tracked serial number and moves through formal routing stages.
Every document sits in a category tree up to 3 levels deep, with custom columns you define per document type โ all stored and searchable.
Group multiple documents into a transaction, with a checklist showing exactly which required documents are attached and which are still missing.
Know exactly where a paper transaction or document lives โ which warehouse, which shelf, which box.
Define how many years a transaction or document must be retained before it's eligible for disposal.
Search across custom metadata fields and document categories to find any file in seconds.
One workflow โ no gap between an internal note and a formal, auditable document.
A live screen from an active BlueDocs deployment.
More screens โ incoming and outgoing correspondence, memo routing, document categories, and transaction checklists โ coming soon.
Correspondence and memos connect directly to projects, departments, and tenders โ nothing lives in isolation.
A transaction shows at a glance which required documents are present and which are still outstanding โ no more digging through folders.
Define extra columns for any document category โ stored in the database and fully searchable, not just tagged as a file.
Every memo's journey โ who sent it, who received it, what action was taken โ is logged and auditable end to end.
Even paper files are tracked digitally โ warehouse, shelf, and box โ so nothing is ever "somewhere in storage."
Set retention periods per document or transaction type so records are kept exactly as long as policy requires โ no more, no less.
See BlueDocs running on your own correspondence.
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